Cost Basis Associate

Responsibilities: Develop Cost Basis Expertise: Build a strong understanding of cost basis methodologies, internal policies, and IRS regulations in an effort to calculate and maintain accurate client data. Reconstruct Complex Data: Analyze historical investment records, corporate actions, and transaction activity to solve cost basis discrepancies and validate system outputs. Ensure Accuracy & Quality: Attention to detail in reviewing system‑generated calculations, confirm accuracy, and particip…